Integrations

FID-Manager

CRM & practice softwareBE

The matters you manage in FID-Manager are usable in Instaclause right away. Pick the matter and carry on with the details already in it.

What the integration does

  • Start from a matter

    Pick an existing FID-Manager matter instead of retyping the party.

  • Identification details

    Name, legal form, registered office and company number are carried over.

  • One file stays authoritative

    You keep managing client data in FID-Manager; Instaclause reads from it.

How it works

  1. Request API access for your FID-Manager environment.
  2. Enter it under Settings > Integrations in Instaclause.
  3. Choose FID-Manager as the source when identifying parties.

What you need

  • An active FID-Manager licence
  • API access to your environment
  • Administrator rights in Instaclause

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